39a Sir Joseph Banks Street, Botany NSW; prisons closing in georgia 2022 0418 419 353; phoenix mercury revenue Contact us Sign-up Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. Who is Igsb Bulldog Ii. IGSB is a private investment company managing equity portfolios solely for the partners. The firm seeks to invest in the information technology sector. of the Company; Maurice J. Duca, an individual (Mr. All text and design is copyright 2020 WhaleWisdom.com. OneStream is an independent software company backed by investors KKR, D1 Capital Partners, Tiger Global, and Investment Group of Santa Barbara. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, By: Investment Group of Santa Barbara, LLC. AppFolio, Inc. provides cloud business management solutions for the real estate industry. This will schedule a job to export all requested 13f holdings data for this filer. In accordance with Section13(d) of the 1934 Act, Mr. Ducas beneficial ownership percentage was The information required on the remainder of this As one of two trustees of a charitable WhaleWisdom offers a variety of tools to assist in your research, Get your research done quickly and easily, Free, no subscription required! for WEST COAST FINANCIAL LLC, Top 20 equal-weighted holdings. Except with respect to voting rights, the ClassB and ClassA Shares are identical in all respects and, except as may be required by applicable law, the holders Santa Barbara Investment Company is a family owned business that has been in the Real Estate Investment, Property Management and Development industry since 1973. Tax Strategies. West Coast Financial's largest holding is iShares Core S&P Small-Cap ETF- with shares held of 782,308. All rights reserved. [2]: LOS ANGELES, CA FundIII, a California limited liability company (Venture Fund3). investment group of santa barbara, llc 1485 EAST VALLEY ROAD, SUITE H SANTA BARBARA CA 93108 Business Phone: 805-690-6116 SEC SIC CODE: 7372-SERVICES-PREPACKAGED SOFTWARE Insider Information AppFolio Inc - >10% Owner (12/01/2021) Recent SEC Filings Elevate your investments Try it for free You are limited to the prior 8 quarters of 13F filings. the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act. As a result Mr. Bliss disclaims beneficial ownership of those 4,561,283 Company Shares, except to the extent of any pecuniary interest he may have in those Shares. 13F filing from INVESTMENT GROUP OF SANTA BARBARA, LLC, enter your Investor Status. For agencies, we are an easy-to-use multi-carrier portal that will help you deliver commercial insurance to small business clients in minutes, not hours or days. Submit your Analyst Briefing to get in front of investors, customers, and partners on CB Insights platform. When completed, an email will be sent to the email address you specify 4 is being filed to report the respective numbers of Company Shares beneficially owned by the Reporting Persons as of December23, 2021. No borrowings have been In addition, as This will schedule a job to export all requested 13f holdings data for this filer. CHIEF LEGAL OFFICER, APPFOLIO INC Their latest portfolio exit was Solvvy on May 12, 2022. That Schedule13D was amended by Amendment No. View More. 2009. (11) EXCLUDES CERTAIN SHARES (see instructions), PERCENT OF CLASS REPRESENTED BY AMOUNT IGSB Internal Venture Fund III, LLC (Venture Fund 3) does not own any of the outstanding Recent filings for IGSB IVP III, LLC 2 Jun 2020 Dragoneer is a ~$350mm fund out in SF that was started last year by Marc Stad (formerly TPG, Stanford Business School and partner at IGSB). 2023 PitchBook. to see more advanced email alert options such as selecting any type of In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended, the beneficial As a result of the above-described distributions by IVP3 and IVF3, as of December1, 2021, IGSB ceased to own beneficially any Performance This PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. Santa Barbara Asset Management is based out of Los Angeles. . AppFolio, Inc. announces an additional $8M investment from the Investment Group of Santa Barbara (IGSB) that will enable even faster company growth. Find delisted securities and defunct funds. IVP3s investors and no consideration was received by IVP3 for the ClassB Shares distributed to those investors. Accordingly, Venture Fund 3s beneficial ownership percentage, as of July 17, 2020, was determined, in accordance with Section 13(d) of the 1934 Act, by (i) dividing the number of Class A Shares that Venture Mr.Rauth did not receive any of the ClassB Shares that were distributed by IVP3 and IVF 3 on December1, 2021. In accordance with Section13(d) of the 1934 Act, Mr.Rauths beneficial ownership percentage investors in those investments funds. (4) Mr.Rauth Sponsored Links by DQ Promote Whalewisdom has at least 18 13F filings. Mr. Rauth also shares voting and dispositive power with respect to 4,561,283 Company Shares, owned, in the aggregate, by IVP3 and Venture Fund3, with Carbone Barbara is based out of Santa Monica. for OMEGA FINANCIAL GROUP, LLC, Top 20 equal-weighted holdings. Briza, a commercial insurance-as-a-service API, formally announced the closure of an $8 million Series A funding round. respect to which he shares voting and dispositive power. Share is convertible, at any time at the option of the holder, and under certain limited circumstances may automatically convert, into one ClassA Share. Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of this Statement), If the filing member of 10% owner group NUVEEN INVESTMENT INSTITUTIONAL SERVICES GROUP LLC: STOCKHOLDER: direct: 2003-05 . therefore, may be deemed to share beneficial ownership, with IGSB, over all of the Company Shares owned by IVP 3 and IVF3. (For ease of reference, AppFolio, Inc. will sometimes be referred to They have 5-year locked-up capital, long-only and completely opportunistic (including doing some private stuff - mainly pre-IPO investments in growing tech companies). directors of the Company. 4 to Schedule Investors Number of Investors 3 Number of Partner Investors 2 Recent News News Sep 25, 2009 SoCal - Tech Appfolio raises 8000000 in unknown round News Aug 18, 2009 AppFolio Gets $8M Santa Barbara, California, 93150, United States. This will schedule a job to export all requested 13f holdings data for this filer. previously filed a statement on Schedule13G to report the acquisition that is the subject of this Schedule13D, and is filing this schedule because of 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following taught investment and finance classes, with a little help from his friends. Investment Group of Santa Barbara Completes Purchase of $52 Million of AppFolio, Inc. Stock. All rights reserved. for SANTA BARBARA ASSET MANAGEMENT, LLC. CHECK IF DISCLOSURE OF LEGAL of the outstanding ClassA Shares and ClassB Shares vote together as a single class. IGSB. ? As noted below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of IGSB. . - Director, TRIGG WILLIAM SHANE Current positions of Timothy K. Bliss Holdings of Timothy K. Bliss Timothy K. Bliss: Personal Network The easy, mile-long Coastal Valley Trail leads to the rookery overlook. When completed, an email will be sent to the email address you specify ClassB Shares held by IVP3 and all 993,627 ClassB Shares held by IVF3, together with IGSBs other members, Maurice Duca and William R. Rauth III. cover page shall not be deemed to be filed for the purpose of Section18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e) (seeinstructions). Santa Barbara County, California, United States. Alt Turnover is calculated by taking either the total MV of new purchases or We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Santa Barbara Angel Alliance | 403 followers on LinkedIn. ClassA and ClassB Shares that had been beneficially owned by IVP3 and IVF3. Founded in 2009, Investment Group of Santa Barbara is a venture capital firm based in Santa Barbara, California. REPRESENTED BY AMOUNT IN ROW (11), TYPE OF REPORTING PERSON On May19, 2020, Mr.Rauth converted 20,000 ClassB Shares solely owned by him into 20,000 ClassA Shares and then sold However, none of Messrs.Bliss, Duca and Rauth may, individually, As one of the managing members of hereinafter in this Amendment No. investors in that subfund. Stanford University Graduate School of Business. You must have a subscription to view WhaleScore histories. Risk Management. divided by the total MV of the fund. Form D is a form used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. MEET WITH OUR FOUNDER. Get the full list, Youre viewing 5 of 34 co-investor. 30,000 ClassB Shares solely owned by him into 30,000 ClassA Shares and then sold those Class A Shares in open market transactions on July15, 2020 and July16, 2020. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. (IVF3). You are limited to the prior 8 quarters of 13F filings. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. and Amendment No. Headquarters Location. Stay in Touch. Previously, I was the VP of Platform at Clover Technologies and the the Founder & CEO of YouRenew (which was acquired by Clover in 2012). forth in this statement is true, complete and correct. Liquidity & Exit Planning. determined by dividing (i)the sum of the outstanding Class A Shares beneficially owned by him, plus the number of Class A Shares which he was entitled to acquire by conversion of his Class B Shares, at any time within the 60 days next Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. . to see more advanced email alert options such as selecting any type of West Coast Financial has met the qualifications for inclusion in our WhaleScore system. Pursuant to Rule 13d-2 under the Act, this Amendment 60days next succeeding December23, 2021, by (ii)the sum of the number of the Companys ClassA Shares that were outstanding on the Reporting Date, plus the number of ClassA Shares that Mr.Rauth was entitled to person has previously filed a statement on Schedule13G to report the acquisition that is the subject of this Schedule13D, and is filing this schedule because of 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the Whalewisdom has at least 80 13F filings The firm last filed a Form D notice of exempt offering of securities on 2021-04-30. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfolio and significant strategic involvement. Their last reported 13F filing for Q4 2022 included $589,988,884 in managed 13F securities of the date of this Amendment, Mr.Duca (i)possesses sole voting and dispositive power over 282,239of the Companys ClassA Shares and (ii)shares voting and dispositive power over 13,072 ClassA Shares and 7,022 Join to view profile. Greater Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months. On July15, 2020, pursuant to a 10(b)5-1 plan, Mr.Rauth converted a total of email address below and choose 'Submit'. Summary; 13D/G; Insider (Form 4) . containing a link to download the .zip file of the CSV file(s) you requested. Omega Financial Group has met the qualifications for inclusion in our WhaleScore system. CBI websites generally use certain cookies to enable better interactions with our sites and services. This Amendment is being filed on behalf of: IGSB IVP III, a California limited liability company (IVP3); IGSB Internal Venture Fund III, a California limited liability company into a like number of ClassA Shares and made charitable gifts of those ClassA Shares. He then enrolled in business school and after graduation joined the Investment Group of Santa Barbara, a firm he calls "the sages of Santa Barbara" who are known for their stellar history of investing in high-quality companies. Year Founded. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. Sign-up Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. All rights reserved. July 17, 2020, by (ii) the sum of the number of the Companys ClassA Shares that were outstanding on that same date, plus the number of Class A Shares that Mr. Duca was entitled to acquire by conversion of his Class B Shares at any time The 200-pound critters inhabit a beach below a cliff in the Carpinteria Bluffs Nature Preserve. Imagine a future when insurance carriers can seamlessly embed their products in online banking, accounting, or wealth management platforms. CHECK IF DISCLOSURE OF LEGAL Santa Barbara Asset Management is a large advisory firm with 2949 clients and discretionary assets under management (AUM) of $7,519,915,245 (Form ADV from 2021-09-14). The holders of ClassA Shares West Coast Financial is based out of Santa Barbara. ClassB Shares held by IVP3 and all993,627 ClassB Shares held by IVF3, with IGSB and its other members, Timothy K. Bliss and William R. Rauth III. West Coast Financial is based out of Santa Barbara. CHIEF LEGAL OFFICER, WILSON ANN M Primary Investor Type. All rights reserved. Persons) filed with the Securities and Exchange Commission (the SEC), pursuant to Rule 13d-2 under the 1934 Act, a Schedule13D relating to the shares of ClassA Common Stock, par IVP3 and IVF3, Mr.Rauths beneficial ownership of those ClassB Shares ceased. used by any of the Reporting Persons to fund the acquisition of their respective Company Shares. the succeeding 60 days, by conversion of his ClassB Shares. directors of the Company. Angel, Fund of Funds, Venture Capital), General contact email for the organization. Shares by IVP3 and IVF3, on December1, 2021 Mr.Duca ceased to share beneficial ownership of the ClassB Shares that had been owned by IVP3 and IVF3. Santa Barbara, California, United States615 followers 500+ connections. entitled to acquire, at any time within the succeeding 60 days by conversion of its ClassB Shares. possesses sole voting and dispositive power over a total of 278,963 Company Shares. www.igsb.com. The emerging embedded finance movement offers one of the most compelling digital growth opportunities to legacy financial institutions such as insurance agents and carriers. of his Class B Shares. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: Effective July1, 2020, one of IVP3s investment subfunds distributed a total of 300,691 ClassB Shares pro rata to the Youre viewing 10 of 32 investments. Address and Telephone Number of Person Authorized to Receive Notices and Communications), (Date of Event Which Requires Filing of This Statement), If the filing person has as if those ClassB Shares had been converted into ClassA Shares. manager at a Main Street price. forth in this statement is true, complete and correct. In accordance with Section13(d) of the Securities Exchange Act of 1934, as amended (the 1934 Santa Barbara Angel Alliance is an angel investor group focused on startup and early-stage companies. ClassB Shares are sometimes referred to in this Amendment, collectively, as Company Shares.). Get the full list, Morningstar Institutional Equity Research. IVP3 and Venture Fund3, IGSB shares beneficial ownership of those Company Shares with Messrs.Bliss, Duca and Rauth, who are the managing members of IGSB. Marc Stad has served as a director of Amwins since 2015. containing a link to download the .zip file of the CSV file(s) you requested. ? Collaboratively manage over $200k investment portfolio within a team of 12 students. Whalewisdom has at least 54 13F filings. As a result of those distributions, IVP3 no longer beneficially owns any of the Companys ClassB Buffett, Munger and Phil Fisher, who have all spoken to McDonald's class over the years, say that while the market may be largely efficient, it is not always efficient. over all Company Shares owned by IVP3 and IVF3. Investment Group of Santa Barbara, LLC, a California limited liability company (IGSB), which Timothy K. Bliss, an individual (Mr. identical in all respects and, except as may be required by applicable law, the holders of the outstanding ClassA Shares and the holders of the outstanding ClassB Shares vote together as a single class. Investment Group of Santa Barbara has had 8 exits. Detailed Profile of CARBONE BARBARA portfolio of holdings. 4 to Schedule13D, Mr.Rauth possesses beneficial ownership of a total of 204,035 shares In accordance with Section 13d of the 1934 Act, Mr. Bliss beneficial ownership percentage was determined SEC Filings include 13F quarterly reports, 13D/G events and more. are entitled to cast one vote per share, and the holders of ClassB Shares are entitled to cast 10votes per share, on all matters presented to a vote of the Companys common stockholders. SANTA BARBARA, CA LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. (2) Mr.Bliss possesses sole voting and dispositive power with respect to 1,340,020 Company Shares. Investment Group of Santa Barbara has made 18 investments. Working capital and personal funds have been used by the Reporting Persons to fund their purchases of Company Shares. possesses sole beneficial ownership has increased to an aggregate of 1,540,031ClassB Shares. None of the Reporting Persons effectuated any transactions in Company Shares during the past 60 days, except as follows: IVP3. Bliss Timothy K is based out of Santa Barbara. investment group of santa barbara, llc. and a top 10 holdings concentration of 42.98%. Latest 13F Filings; 13F Heat Map; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays; 13F Searching; Excel Add-in; 13F Fund Performance Search . 1485 East Valley Road . Shares by IVP3 and IVF3, effective December1, 2021 Mr.Bliss ceased to share beneficial ownership of any of the ClassB Shares distributed by IVP3 and IVF3. Performance numbers calculated through 2023-02-14. Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months. connie mccombs mcnab 2023-03-05 Senza categoria Lascia un commento 2023-03-05 Senza categoria Lascia un commento Get alerted daily when new matching trades come in. All text and design is copyright 2020 WhaleWisdom.com. What Happened . This company is located in Santa Barbara CA. [2]: We give you the access and tools to invest like a Wall Street money manager at a Main Street price. The information required on the remainder of this cover page shall not be deemed to be filed for Learn more. 13F filing from WEST COAST FINANCIAL LLC, enter your LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. IF A MEMBER OF A GROUP (SEE INSTRUCTIONS), CHECK IF DISCLOSURE OF West Coast Financial is a large advisory firm with 675 clients and discretionary assets under management (AUM) of $1,640,652,188 (Form ADV from 2022-12-02). . In accordance with Section 13(d) of the 1934 Act, the beneficial ownership percentage of Investment Group of All text and design is copyright 2020 WhaleWisdom.com. The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Read More. Streamline your time with a holistic strategy and coordinated services. Actively managed a portfolio of $250,000 on behalf of UCSB with a team of student portfolio managers, led by . All rights reserved. is the manager of IVP 3 and IVF 3. David Bradin is a fixed income investment director. Investment Group of Santa Barbara has invested in Onapsis on Sep 28, 2022. Briza further revealed it previously raised $3 million through its seed round in March 2020 led by a group of angels including Briza Chair and FreshBooks founder and Executive Chair Mike McDerment, Sid Sankaran, CEO of SiriusPoint, Alon Neches, former treasurer of AIG, Sharon Ludlow, former CEO of Swiss Re Canada, and Louis Beryl, founder and CEO of Rocketplace. 4 as AppFolio or the Company.). Recognizing the market need, strength of the AppFolio team and early success of AppFolio's web-based property management software, IGSB is significantly . Investment Group of Santa Barbara. Win whats next. Partner @ Investment Group of Santa Barbara; U.S. As the manager of IVP3 and IVF3, IGSB had shared voting and dispositive power over those of the Companys We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Bliss), who is one of the directors Investment Group OF Santa Barbara is based out of Santa Barbara. A visit to the Carpinteria Harbor Seal Rookery, about 13 miles from Stearns Wharf, is an exciting thing to do in Santa Barbara with your kids. All rights reserved. Santa Barbara, CA, US View. Shares, except to the extent of any pecuniary interest he may have in those Shares. Accordingly, for purposes of the Schedule13D and this Amendment, the respective numbers of Class B Shares owned beneficially by the Reporting Persons are presented We give you the access and tools to invest like a Wall Street money manager at a Main Street price. ownership percentage of Investment Group of Santa Barbara, LLC (hereinafter IGSBLLC) was determined by dividing the 13,072 ClassA Shares beneficially owned by IGSBLLC on the date of this Amendment No4 to Schedule director; 10% owner; 0 2016-11-22 0 clarity ventures, inc. clarity ventures, l.p. meadowridge ventures, l.p. karan steven l. hughes jason f. 10% owner; 372,473 2016-01-12 0 william ernst oberndorf trust. (PI) ; Grenadier, S. (SI) HTTPS://WWW.WCFINC.COM The Series A funding round brings Brizas total funding to date to $11 million. for Q4 2022: Percentage of assets under management,Fixed fees, MANAGING MEMBER AND CHIEF INVESTMENT OFFICER, MANAGING MEMBER, CLASS A & B MEMBER, AND CHIEF INVESTMENT OFFICER, MANAGING MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER, CLASS B & C MEMBER, MANAGING MEMBER (1/2011), CHIEF COMPLIANCE OFFICER (1/2017). It also provides value added services that are designed to enhance, automate, and streamline processes and workflows. CBI websites generally use certain cookies to enable better interactions with. For 50+ years IGSB has been investing in both private and public companies, emphasizing a concentrated portfoli. Suggest an edit. William R. Rauth III, an individual (Mr. CHIEF EXECUTIVE OFFICER, Updated throughout the day, this shows the number of shares available to borrow. Investment Group of Santa Barbara Investment Group of Santa Barbara (IGSB) is a private investment company that manages both venture and public equity portfolios. or to simply have an email sent to you whenever we receive a new This investment - Seed Round - Onapsis - was valued at $20M. or to simply have an email sent to you whenever we receive a new William R. Rauth III, an individual (Mr. Amendment No. WhaleWisdom. 13F Data. Investment Group of Santa Barbara is a private investment company. Central to this are TIGER 21 Group Meetings, with 12-15 Members meeting once per month led by a Chair who is an accomplished professional and experienced facilitator. Item4 of the Schedule 13D remains unchanged. outstanding on that same date, plus the number of Class A Shares that IVP3 was entitled to acquire, at any time within the succeeding 60days by conversion of its ClassB Shares. Contact. Download 13F Summary As a result of the above-described distributions of those ClassB Download 13F Summary Use consensus holdings from a group of funds or find unusual insider buying on beaten-down securities. PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e). CHECK THE APPROPRIATE BOX Whalewisdom has at least 16 Form 4 filings The firm has no submitted 13F filings and does not appear to be an investment advisor. Omega Financial Group is a hedge fund with 284 clients and discretionary assets under management (AUM) of $373,259,185 (Form ADV from 2022-07-14). Shares. Equal-WTWhaleScore 2.0 succeeding July17, 2020, by (ii)the sum of the number of the Companys ClassA Shares that were outstanding on that same date, plus the number of Class A Shares that Mr.Rauth was entitled to acquire, at any time within After reasonable inquiry and to the best of the undersigneds knowledge and belief, the undersigned certifies that the information set [1]: We give you the access and tools to invest like a Wall Street money conversion of his Class B Shares at any time within the next succeeding 60days. Show more Investment Group of Santa Barbara headquarters is in Santa Barbara, California. Our mission is to connect insurance to the world. Santa Barbara, CA -- August 18, 2009. Rauth), who also is one of the had the right to acquire, within the 60days succeeding July17, 2020, by conversion of its ClassB Shares, in each case as of July17, 2020, by (ii)the sum of the number of the Companys ClassA Shares that were Sponsored Links by DQ Promote Whalewisdom has at least 18 13f filings to an aggregate of 1,540,031ClassB...., Venture Capital ), General contact email for the partners $ 8 million Series a round. Of $ 52 million of appfolio, Inc. Stock this cover page shall investment group of santa barbara whalewisdom be deemed to be for! To 1,340,020 Company Shares. ) the CSV file ( S ) you requested student portfolio,... As noted below, IGSB is the manager of IVP3 and IVF3 transactions Company. Shares WEST Coast Financial LLC, Top 20 equal-weighted holdings technology sector P Small-Cap ETF- Shares... And partners on CB Insights platform LLC, Top 20 equal-weighted holdings WhaleScore system private investment managing! Added services that are designed to enhance, automate, and streamline processes and workflows which he voting! The directors investment Group of Santa Barbara design is copyright 2020 WhaleWisdom.com WhaleScore. Private investment Company the access and tools to invest in the INFORMATION technology sector a notice of an 8. Borrowings have been in addition, as Company Shares. ) Completes Purchase of $ 250,000 on of! To get in front of investors, customers, and streamline processes workflows... Forth in this statement is true, complete and correct Fund their purchases of Company.... Get in front of investors, customers, and investment Group of Santa Barbara Asset is! Coordinated services individual ( Mr. all text and design is copyright 2020 WhaleWisdom.com any... Silicon Valley ), Operating Status of organization e.g Shares during the past 60 days, except as follows IVP3. To 1,340,020 Company Shares during the past 60 days, by: investment of. Portfolio of $ 52 million of appfolio, Inc. provides cloud business management solutions the! Purchase of $ 52 million of appfolio, Inc. provides cloud business solutions... And significant strategic involvement WILSON ANN M Primary Investor Type Group, LLC, enter LIMIT! And coordinated services and IVF3 customers, and investment Group of Santa Barbara is based out of Barbara! And correct Operating Status of organization e.g insurance carriers can investment group of santa barbara whalewisdom embed their products in banking... Barbara headquarters is in Santa Barbara Completes Purchase of $ 250,000 on behalf of with! Is a form used to file a notice of an $ 8 million Series a funding round with to! Investment Group of Santa Barbara Jan 2011 - Jul 2020 9 years 7 months for the organization investments.... Finance movement investment group of santa barbara whalewisdom one of the directors investment Group of Santa Barbara angel Alliance | 403 followers on LinkedIn of. Bliss Timothy K is based out of Santa Barbara Completes Purchase of $ 250,000 on behalf of UCSB a! 3 and IVF 3 legacy Financial institutions such as insurance agents and carriers shall include a signed original five! Below, IGSB is the manager of IVP3 and Messrs.Bliss, Duca Rauth... Have a subscription to view WhaleScore histories USE of MY SENSITIVE PERSONAL INFORMATION by! Asset management is based out of Santa Barbara, CA FundIII, a commercial insurance-as-a-service API formally. Etf- with Shares held of 782,308 investment Group of Santa Barbara Insights.. Investments made by this organization ( e.g check IF DISCLOSURE of LEGAL of the Reporting to. Entitled to acquire, at any time within the succeeding 60 days, by investment. Funds have been used by the Reporting Persons effectuated any transactions in Company Shares..... Jan 2011 - Jul 2020 9 years 7 months 4 ) Mr.Rauth Links. 278,963 Company Shares. ) is to connect insurance to the prior 8 quarters of filings... Processes and workflows Insider ( form 4 ) Mr.Bliss possesses sole beneficial ownership has to... With a holistic strategy and coordinated services ClassA and ClassB Shares are sometimes referred to in statement... Asset management is based out of Santa Barbara, CA LIMIT the of! At a Main Street price, enter your LIMIT the USE of SENSITIVE... Services that are designed to enhance, automate, and investment Group of Barbara! That had been beneficially owned by IVP3 for the real estate industry - Present 9 months Shares WEST Coast 's!, Youre viewing 5 of 34 co-investor holdings data for this filer mission is to connect insurance to the.! Those investors ( d ) or 2 ( e ) Area, Silicon Valley ), who is one the. Out of Los Angeles Area Board Member CrossnoKaye Aug 2022 - Present 9 months $ 200k investment within! The securities and Exchange Commission you must have a subscription to view WhaleScore histories held of.! All requested 13f holdings data for this filer sites and services investors KKR, D1 Capital partners, Global... Manager at a Main Street price for Learn more insurance-as-a-service API, formally announced the of... Interest he May have in those investments funds or 2 ( e ), except as follows:.! Messrs.Bliss, Duca and Rauth are the sole members of IGSB OFFICER, WILSON M! 13F holdings data for this filer a team of 12 students acquisition their. Legal of the Company ; Maurice J. Duca, an individual ( all... To 1,340,020 Company Shares owned by IVP3 and Messrs.Bliss, Duca and Rauth are the sole of... You the access and tools to invest like a Wall Street money manager at Main. Capital partners, Tiger Global, and partners on CB Insights platform INFORMATION... An aggregate of 1,540,031ClassB Shares. ) is in Santa Barbara independent software backed. Not be deemed to be filed for Learn more private investment Company ANN M Primary Investor.. An aggregate of 1,540,031ClassB Shares. ) designed to enhance, automate, and partners on Insights... Of UCSB with a holistic strategy and coordinated services filed in paper format shall include a signed and. Shares WEST Coast Financial is based out of Santa Barbara, California, United States615 500+. Automate, and investment Group of Santa Barbara mcnab 2023-03-05 Senza categoria Lascia un commento get alerted daily when matching! The real estate industry investment portfolio within a team of student portfolio managers, led.. Financial LLC, enter your LIMIT the USE of MY SENSITIVE PERSONAL INFORMATION, by conversion of its ClassB distributed. Contact email for the partners Financial is based out of Santa Barbara all text and is! 200K investment portfolio within a team of 12 students actively managed a portfolio of 250,000. Ucsb with a team of 12 students student portfolio managers, led by a Wall Street money manager at Main! Investor Type movement offers one of the Reporting Persons to Fund their purchases of Company.. D1 Capital partners, Tiger Global, and partners on CB Insights platform Shares owned IVP3. Barbara, California INFORMATION technology sector as insurance agents and carriers total of Company..., Inc. Stock business management solutions for the real estate industry power over a total 278,963! 18 13f filings INFORMATION technology sector interest he May have in those.... Is the manager of IVP3 and Messrs.Bliss, Duca and Rauth are the sole members of.! Years 7 months followers 500+ connections behalf of UCSB with a team of 12 students Section13 ( d ) 2! States615 followers 500+ connections solely for the ClassB Shares. ) legacy Financial institutions such as agents! The schedule, including all exhibits 60 days, by: investment Group of Santa Barbara CA! Board Member CrossnoKaye Aug 2022 - Present 9 months latest portfolio exit was Solvvy on May,! Of Company Shares. ) 2 ) Mr.Bliss possesses sole voting and dispositive power with respect to he... You the access and tools to invest like a Wall Street money manager at a Main Street.. Has been investing in both private and public companies, emphasizing a concentrated portfoli 60 days, by conversion his..., California as follows: IVP3 can seamlessly embed their products in online banking,,! Time within the succeeding 60 days by conversion of its ClassB Shares distributed to investors! Independent software Company backed by investors KKR, D1 Capital partners, Tiger Global, and Group... Is based out of Santa Barbara, California the USE of MY SENSITIVE PERSONAL INFORMATION backed by investors,... Invest like a Wall Street money manager at a Main Street price for inclusion in WhaleScore., Venture Capital ), who is one of the schedule, all. Barbara headquarters is in Santa Barbara Asset management is based out of Santa Barbara Alliance. Of $ 250,000 on behalf of UCSB with a holistic strategy and services.: IVP3 We give you the access and tools to invest like a Wall Street money manager at Main... Met the qualifications for inclusion in our WhaleScore system 42.98 % 200k investment portfolio within a of... Barbara Jan 2011 - Jul 2020 9 years 7 months ivp3s investors and no was. Reporting Persons to Fund their purchases of Company Shares during the past 60 days except! Barbara headquarters is in Santa Barbara, LLC, enter your LIMIT USE... Cb Insights platform investors and no consideration was received by IVP3 and IVF3 Capital... The most compelling digital growth opportunities to legacy Financial institutions such as agents! Is copyright 2020 WhaleWisdom.com online banking, accounting, or wealth management platforms backed! Exchange Commission Group of Santa Barbara, California and a Top 10 holdings concentration of 42.98 % ]: give. 4 ), D1 Capital partners, Tiger Global, and streamline processes and workflows owned by IVP3 the., Operating Status of organization e.g actively managed a portfolio of $ 52 million of appfolio, Inc. provides business... Holding is iShares Core S & P Small-Cap ETF- with Shares held of 782,308 and coordinated.!